Don’t cry for me Latin America
Doing a little surfing, we stumbled upon the article we post below. If there ever was an example of the saying that trust comes slowly, but goes fast, this is […]
Oil set to rebound?
We were a bit lucky with are almost exact call of the oil price peak, but our underlying arguments were pretty straightforward. The same arguments will lead us to expect […]
The US isn’t losing to China at the Olympics only..
Record foreign debt (Nouriel Roubini already argued a couple of years ago that the next emerging market crisis candidate was the US..), sinking currency, army tied up in an ill […]
Is the crisis just all a big mistake, the result of an accounting rule??
There are serious people arguing this case. It’s all an accounting problem. It doesn’t have to be this way, all that wealth destruction, the crisis, all because of a notorious […]
US housing, a bottom in sight?
We’ve argued several times that in our view housing is the key to the possibilities of a bottom. Today’s news is not all good, but The Economist argues that a […]
China to prop up the stockmarket?
We’ve already reported that the Chinese authorities are pondering over a stimulus package for the economy, consisting of increased spending, tax cuts, and lower interest rates.This is all to reinforce […]
Chinese shares not bottoming?
We argued, with Jim Rogers, that Chinese shares should offer compelling value pretty soon. There are other views around and here is an article that argues the bottom in Chinese […]
Now Lehman. Falling Dominos in financials?
Not again.. First Bear Sterns suddenly collapsed (although there is a pretty good chance its collapse was carefully orchestrated). Now, according to analyst Richard Bove, it’s Lehman Brothers. Are the […]
Can the US go broke?
It won’t be the first regime in history. We already reported on how Nouriel Roubini, one of the economist who predicted the current crisis, argued that the US would be […]
L shaped recessions, Japan in the 1990s
Japan was set to take over the world (if you believed the hype of the books you buy at airport news stands) at the end of the 1980s, but then […]